{"id":46366,"date":"2025-12-28T11:35:22","date_gmt":"2025-12-28T11:35:22","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/12\/28\/nvidia-stock-how-groq-deal-removes-the-last-remaining-bear-case\/"},"modified":"2025-12-28T11:35:22","modified_gmt":"2025-12-28T11:35:22","slug":"nvidia-stock-how-groq-deal-removes-the-last-remaining-bear-case","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/12\/28\/nvidia-stock-how-groq-deal-removes-the-last-remaining-bear-case\/","title":{"rendered":"Nvidia stock: how Groq deal removes the last remaining bear case"},"content":{"rendered":"
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Bernstein analyst Stacy Rasgon says Nvidia\u2019s (NASDAQ: NVDA) recent deal<\/a> with the California-based artificial intelligence (AI) startup, Groq, removes the last remaining bear case from its stock.<\/p>\n

Founded by Jonathan Ross \u2013 the architect behind Google\u2019s first tensor processing unit (TPU) \u2013 the startup specialises in high-bandwidth, low-latency architectures.<\/p>\n

The announcement arrives at a time when Nvidia shares have surged to record levels, driven mostly by relentless global demand for AI chips.<\/p>\n

What is the last remaining bear case for Nvidia stock<\/h2>\n

In a recent CNBC<\/em> interview<\/a>, Stacy Rasgon said Nvidia’s spending some $20 billion to acquire Groq\u2019s assets and talents eliminates the only argument sceptics had left: NVDA isn\u2019t a winner in inference.<\/p>\n

For years, critics have argued that Nvidia\u2019s chips are optimised for training but less competitive in inference.\u00a0<\/p>\n

According to him, Groq\u2019s innovations give the multinational a direct path to integrate cutting-edge inference architectures into its future products.   <\/p>\n

By absorbing Groq\u2019s tech and personnel, Nvidia can demonstrate leadership across both domains. This makes the bear case \u201ca lot harder to argue,\u201d Rasgon concluded.<\/p>\n

Groq is a low-risk deal for NVDA shares<\/h2>\n

While Groq marks the biggest deal Nvidia has announced since its inception, Rasgon believes it\u2019s still small relative to the giant\u2019s multi-trillion-dollar market cap.<\/p>\n

In fact, the Bernstein analyst dubbed it a \u201cbolt-on\u201d acquisition, meaning it offers significant upside at a low financial risk.<\/p>\n

On CNBC<\/em>, he argued Nvidia\u2019s scale positions it to absorb such transactions without disrupting its balance sheet or investor expectations.<\/p>\n

\u201cThey can do a $20 billion deal on Christmas Eve with no press release, and nobody would bat an eye.\u201d<\/p>\n

For shareholders, the takeaway is clear: Groq deal strengthens NVDA\u2019s overall positioning within the AI ecosystem \u2013 with minimal downside risk.<\/p>\n

Nvidia is widening the gap with rivals<\/h2>\n

By bringing Groq\u2019s expertise in inference into its ecosystem, Nvidia is not just neutralising a bear case \u2013 it is extending its lead over competitors.<\/p>\n

Rivals like AMD and Intel have struggled to match Nvidia\u2019s dominance in training workloads, and now face an even steeper challenge in inference.<\/p>\n

Groq\u2019s architectures promise faster, more efficient processing for real\u2011time AI applications, from autonomous vehicles to generative AI services.<\/p>\n

Integrating these capabilities into Nvidia\u2019s roadmap widens the performance gap, making it even more difficult for competitors to catch up.<\/p>\n

The deal signals NVDA intends to own the full AI stack, reinforcing its position as the undisputed leader in the semiconductor industry.<\/p>\n

How Wall Street recommends playing Nvidia shares<\/h2>\n

Despite a strong rally in NVDA stock this year, Wall Street expects it to rally further in 2026.<\/p>\n

The consensus rating on Nvidia shares currently sits at \u201cstrong buy<\/a>\u201d, with the mean target of about $256 indicating potential upside of roughly 30% from here.<\/p>\n<\/p>\n

The post Nvidia stock: how Groq deal removes the last remaining bear case<\/a> appeared first on Invezz<\/a><\/p>\n

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Bernstein analyst Stacy Rasgon says Nvidia\u2019s (NASDAQ: NVDA) recent deal with the California-based artificial intelligence (AI) startup, Groq, removes the last remaining bear case from its stock. Founded by Jonathan Ross \u2013 the architect behind Google\u2019s first tensor processing unit (TPU) \u2013 the startup specialises in high-bandwidth, low-latency architectures. The announcement arrives at a time <\/p>\n","protected":false},"author":1,"featured_media":46367,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-46366","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/46366","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=46366"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/46366\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/46367"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=46366"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=46366"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=46366"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}